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VTEB icon

Appleton Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Appleton Partners’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$443K Buy
+8,765
New +$440K 0.03% 203
2022
Q1 		– Sell
-4,558
Closed -$250K – 320
2021
Q4 		$250K Hold
4,558
– – 0.02% 280
2021
Q3 		$250K Buy
+4,558
New +$252K 0.02% 265

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Appleton Partners's VTEB Position: Q2 2026 in Review

Appleton Partners opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 8,765 shares worth $443K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings. This is a return to the name: Appleton Partners previously reported a position in VTEB as recently as Q4 2021.

Appleton Partners first reported a position in VTEB in Q3 2021 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Appleton Partners held 8,765 shares of Vanguard Tax-Exempt Bond Index Fund worth $443K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Appleton Partners position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #203 holding.
  • Appleton Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.